All Episodes
Displaying episodes 1 - 30 of 587 in total
The Entrepreneur and Landlord Retirement Dilemma
In this episode Brian discusses the Entrepreneur and Landlord retirement dilemma and the problem with 401Ks today.
What Women Need To Know About Retirement
In this episode Brian and Jeff discuss what women need to know about retirement and what it means to be a fiduciary.
What You Need To Know About The Financial Phases Of Retirement
In this episode Brian discusses the 4 phases of retirement and why the 60/40 stock/bond fund spit should go away.
Tax Planning During Different Seasons Of Life
In this episode Brian and Jeff discuss common mistakes made with an IRA and tax planning for different seasons of life.
How The Private Markets Can Play An Important Role In Your Portfolio
In this episode Brian discusses how the investing in the private markets can play an important role in your portfolio and how to prepare for your future healthcare nee...
Income Sources The IRS Does Not Tax
In this episode Brian discusses 8 things to know about annuities before you buy and income sources the IRS does not tax.
5 Good Strategies That Many People Implement Incorrectly
In this episode Brian discusses 5 financial strategies that people use incorrectly and the difference between a standard plan and a comprehensive plan.
Dividend Investments - Are They All They're Cracked Up To Be?
In this episode Brian discusses dividends and why this strategy may not be as good as you think. Also, what a comprehensive investment menu consists of.
Prioritizing Your Wealth
I this episode Brian discusses prioritizing your wealth.
Maintaining Principal Balance In Retirement
In this episode Brian discusses Maintaining Principal Balance In Retirement.
Long Term Care Insurance
In this episode Brian discusses long term care insurance policies.
The 1035 Exchange - Exchanging One Insurance Product For Another
In this episode Brian discusses the 1035 Exchange.
5 Financial To- Do's Before You Retire
In this episode, Brian discusses 5 things to take care of before you decide to retire along with how to add real estate to your portfolio.
Cash Flow or Income - Which Is More Important?
In this episode Brian discusses whether cash flow or income is more important in retirement and ways to protect your nest egg.
How Much Do You Need To Have Saved To Retire?
In this episode Brian discusses How much you need to have saved in order to retire, how to prepare for the upcoming estate tax changes,and strategies to pass your ass...
How To Structure Income In Retirement
In this episode Brian discusses how to structure income in retirement and the difference between using a tax program or chain tax preparer and a CPA.
Catch 22 Mistakes You May Make In Retirement
In this episode Brian discusses 4 Catch 22 mistakes you may make in retirement and 5 tax mistakes retires make.
Are You Ready For The Trump Tax Cuts To Expire?
In this episode Brian discusses how to prepare for the Trump tax cuts expiring at the end of 2025 and how when you file for social security can affect your tax obligat...
Seven Mistakes Landlords Make When It Comes To Their Portfolio
In this episode Brian discusses how far your money will go in today's economy and the 7 mistakes landlords make when it comes to their real estate portfolio.
Mentoring With Wisdom
In this 2-minute episode, Brian discusses using your many years experience to mentor others with your wisdom.
A Place For All Assets
In this 2-minute episode, Brian discusses that there's a place for all different asset classes.
Tax Efficient Investment Strategies
In this 2-minute episode, Brian discusses strategies used to minimize tax obligations in the future.
Older You Talking To Younger You
In this 2-minute episode, Brian discusses what the older, wiser you would say to the younger, less experienced you if given the opportunity.
Listen To Your Inner Voice
In this 2-minute episode, Brian discusses listening to your own voice above others. Don't fall for deals that are too good to be true.
Luck and Losses - An Overview On Emotional Investing
In this episode Brian discusses emotional investing and the problems it can cause. Also what landlords need to know before selling.
The Perfect Portfolio
In this 2-minute episode Brian discusses the perfect portfolio.
Minimizing Income Tax
In this 2-minute episode Brian discusses strategies to minimize your federal income tax.
DIY Investing
In this 2-minute episode Brian discusses why DIY investing may not yield the best results.
CPA's Can't Give Investment Advice
In this 2-minute episode Brian discusses why CPAs can't give investment advice.
You Can't Take It With You
In this 2-minute episode Brian discusses estate planning.